🤫 Directory · consent-first

Near 12305. Schenectady.

24 financial advisors & firms and 0 insurance agents verified near Schenectady, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 12305

Robert L. Kristel, C.P.A., P.C.0 mi

RIA firm · Schenectady, NY 12305 · Registered investment adviser

CRD 126479 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Acacia Grove Wealth Management0 mi

RIA firm · Schenectady, NY 12305 · Registered investment adviser · $42M AUM

CRD 332881 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nightgale Wealth Management LLC0 mi

RIA firm · Schenectady, NY 12305 · Registered investment adviser

CRD 338123 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Del-sette Capital Management, LLC1.6 mi

RIA firm · Schenectady, NY 12308 · Registered investment adviser · $193M AUM

CRD 159052 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sip Financial Services4.9 mi

RIA firm · Glenville, NY 12302 · Registered investment adviser · $28M AUM

CRD 144985 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Adirondack Research & Management INC.7.9 mi

RIA firm · Guilderland, NY 12084 · Registered investment adviser · $126M AUM

CRD 130987 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Financial Advisors of New York, LLC8.8 mi

RIA firm · Clifton Park, NY 12065 · Registered investment adviser · $260M AUM

CRD 125689 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Optimus Wealth Management Group, INC.8.8 mi

RIA firm · Clifton Park, NY 12065 · Registered investment adviser

CRD 149256 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Simmons Capital Group8.8 mi

RIA firm · Halfmoon, NY 12065 · Registered investment adviser · $213M AUM

CRD 281122 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Steward Advisors Group, LLC8.8 mi

RIA firm · Halfmoon, NY 12065 · Registered investment adviser · $105M AUM

CRD 321846 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Holistic Wealth Advisors8.8 mi

RIA firm · Clifton Park, NY 12065 · Registered investment adviser · $279M AUM

CRD 332918 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Benjamin Securities, INC.9.1 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $34M AUM

CRD 7754 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Greenbush Financial Group, LLC9.1 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $617M AUM

CRD 125500 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

JM Advisors, LLC9.1 mi

RIA firm · Albany, NY 12205 · Registered investment adviser

CRD 159351 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eden Advisory Services, LLC9.1 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $28M AUM

CRD 277083 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Arista Advisory Group, LLC9.1 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $144M AUM

CRD 285722 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Blue Jean Financial LLC9.1 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $133M AUM

CRD 331138 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Graney& King, LLC9.8 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $484M AUM

CRD 126461 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capable Wealth, LLC9.8 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $21M AUM

CRD 288448 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Marathon Mission, INC.9.8 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $177M AUM

CRD 288654 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Monthie Wealth Advisors9.8 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $71M AUM

CRD 321076 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Allsquare Wealth Management, LLC10.3 mi

RIA firm · Albany, NY 12203 · Registered investment adviser · $308M AUM

CRD 153591 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinnacle Wealth Strategies, LLC10.3 mi

RIA firm · Albany, NY 12203 · Registered investment adviser

CRD 156941 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Affinity Group, LLC10.3 mi

RIA firm · Albany, NY 12203 · Registered investment adviser · $678k AUM

CRD 283819 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Schenectady, NY.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 12305. Schenectady.

24 financial advisors & firms and 0 insurance agents verified near Schenectady, NY — every one cited to the regulator, claimable and removable by the person named.

Find your person